Completix

PMO Software

Stop assembling the portfolio.
Start steering it.

Completix is PMO software that connects strategy, investment, resources and delivery in one place, so your PMO can decide what work matters, what gets funded, whether the organization has the capacity to deliver it, and give leadership a current view of the portfolio, all without assembling it by hand.

Live in weeks, not quarters
No system integrator required
No credit card to start
STRATEGY PORTFOLIO GOVERNANCE DELIVERY
Strategic objectives
Digital transformation92%
Customer experience78%
Portfolio command center
6 active initiatives · FY26
Live
Alignment
88%
Budget variance
+2.9%
Capacity
91%
Open risks
3
ERP Migration Gate 3 JS
Data Lake Phase 2 Gate 2 DP
Customer Portal Refresh Gate 4 MC
Regional Data Migration Gate 2 AK
Vendor Onboarding Tool Gate 1 SB
Synced across strategy, budget and delivery View portfolio →
What the PMO decides

The six decisions every PMO has to make

Most of the answers live in a dozen disconnected files, spreadsheets and inboxes. Getting to them shouldn't take a week of assembly.

Does this initiative belong in the portfolio?

Objectives set the direction every initiative is judged against, so alignment is decided by the plan, not asserted after the fact.

Portfolio management →

Which requests should get funded?

Demand is scored and ranked before it becomes a commitment, not decided by whoever asks loudest.

Project intake management →

Is every project governed to the same standard?

One configurable stage-gate model applies across the portfolio, so governance is a standard, not a preference set by whichever PM is running the project.

Portfolio governance →

Does the organization have the capacity to deliver this?

Capacity is visible across every active initiative, so conflicts surface as a portfolio decision before delivery slips.

Resource capacity planning →

Will the portfolio land on budget?

Budget, forecast and actuals are tracked live at project and portfolio level, so exposure is visible before month-end reconciliation.

Portfolio financial management →

What does leadership need to see right now?

The board view draws from live project data, so it does not need to be rebuilt by hand before every meeting.

Portfolio reporting →
How it connects

PMO software that connects the portfolio end to end

Completix follows a portfolio through strategy, intake, prioritization, funding, capacity, governance, delivery and reporting, and keeps the decision made at one stage connected to the information at every stage after it. A request scored at intake carries straight into project portfolio management without being re-entered, and stays visible through funding, delivery and reporting.

Strategy Intake Prioritization Funding Capacity Governance Delivery Reporting
Strategy and intake

Turn strategic priorities into governed delivery

Objectives set the direction. Initiatives get judged against that direction before they get judged against a deadline. Completix keeps portfolio strategy, initiatives and the portfolio in one place, so alignment is something you can see, not something you assert in a kickoff deck.

Not every request should become a project. Strategic alignment and standardized intake let the PMO decide what deserves further evaluation before budget and resource commitments are made. Fill in the intake fields and the total is calculated for you, so ranking is consistent across every submitter instead of depending on who wrote the best pitch.

  • Objectives and initiatives tracked together, not in separate systems
  • Every request scored on the same weighted criteria before it is ranked
  • Approved requests flow directly into the portfolio, no re-entry
See how portfolio prioritization works →
Intake queue · awaiting review
Customer portal refresh82
Value HighRisk LowEffort Medium
Regional data migration68
Value MediumRisk MediumEffort High
Vendor onboarding tool54
Value MediumRisk LowEffort Medium
Team utilization · current period
J. Santos96%
D. Park118%
M. Chen72%
S. Brooks91%
Resource capacity

Know what the organization can actually deliver

An approved initiative is not automatically a viable one. The PMO also needs to know whether the organization has the capacity to deliver it, and that is a portfolio decision, not just a project-level scheduling detail.

Completix shows resource commitments across every active initiative in one view, at the portfolio level and not just project by project, so the PMO can see where the same team is booked twice before it becomes someone else's problem in week six.

When two initiatives depend on the same team at the same time, that conflict is visible before the delivery plan breaks, not after. Scenario planning lets you model a shift in priority or timeline and see the capacity impact before you commit to it.

Model capacity trade-offs with scenario planning →
Portfolio governance

Govern the portfolio without slowing it down

Build the standard once. One configurable stage-gate model applies to every project, so investment and delivery decisions are made the same way across the portfolio, not a standard that shifts with whichever PM is running it. Each gate is a review, approval is recorded against your policy, and the decision history stays attached to the project for as long as anyone needs to ask why it was made.

Governance should make better decisions easier, not create more paperwork.

Explore portfolio governance → See RAID management →
Gate 1 · Discovery
Charter and high-level schedule signed off
Gate 2 · Planning
Scope, budget and resourcing approved
3
Gate 3 · Execution
Build complete, sign-off pending review
!
Gate 4 · Deployment
Held until Gate 3 approval is recorded
Financial management

Connect portfolio decisions to investment

Prioritization is not finished until the funding and capacity behind it are understood. Completix keeps approved investment, forecast exposure, actual spend and variance visible at the project and portfolio level, so the PMO knows when a project needs intervention instead of waiting for the next reforecast cycle.

Funding decisions are made at gates, as part of the review, and releasing funds still follows your organization's own approval process. Completix keeps the budget, forecast and variance behind that decision visible to everyone who needs to see it, before and after the gate.

Explore financial management →
Portfolio budget · FY26
Approved (BAC)
$4.14M
Forecast (EAC)
$4.26M
Variance
+$120K
ERP Migration92% spent
Data Lake Phase 261% spent
Portal Rebuild38% spent
Warning CenterLive
Off track
ERP Rollout
Scheduled end 12 days late, surfaced for review
At risk
Data Platform Migration
Forecast 5% over approved budget
At risk
Vendor Onboarding Tool
3 open issues past their target date
Risk and RAID

See portfolio risk before it becomes a delivery problem

Portfolio risk only matters if it shows where intervention is needed before an issue becomes a portfolio-level problem. The Warning Center watches schedule, budget and RAID activity against thresholds your PMO sets, and surfaces anything that crosses one for review, so the PM and PMO can agree on a response together instead of finding out in the steering meeting.

Risks, actions, issues and decisions are tracked as four linked logs, so nothing gets buried in a general comments thread. The delivery work behind them, schedules, tasks and status, stays in one project management view rather than a separate tool the PMO can't see into.

Explore risk management → RAID management →
One connected platform

One system for the PMO. One view of the portfolio.

Every capability below shares the same data. An objective set in strategy is the same objective an executive sees on the dashboard. A budget approved at a gate is the same budget the forecast is measured against.

Strategy

Objectives and strategic alignment

Portfolio

Initiatives, prioritization, dependencies

Governance

Intake, stage gates, approvals, decision history

Resources

Capacity, allocation, what-if planning

Financials

Budgets, forecasts, actuals, investment

Delivery

Projects, schedule, risk, RAID

Reporting

Executive dashboards, portfolio reporting

Live, not static

Every screen reflects current project data

Enterprise portfolio control without enterprise overhead

Most PMOs end up choosing between a lightweight task tool that cannot govern a real portfolio, or a heavyweight enterprise PPM suite that takes a quarter of configuration to reach the same point. Completix sits between the two, built to meet enterprise requirements without an enterprise-length rollout. See how implementation works if a system integrator is still part of your evaluation.

See how Completix compares to other platforms in this compare leading PPM platforms overview. Executive dashboards pull from the same live project data as the rest of the platform, so the board view does not have to be rebuilt by hand before every meeting.

See the full PPM platform →
Who uses Completix

Built for the people running the portfolio

PMO Leaders

Govern investment and portfolio decisions across the organization.

Portfolio Managers

Decide which initiatives get prioritized and where capacity allows them to succeed.

Project and Program Managers

Deliver against one governance framework instead of building their own.

Executives

See portfolio performance and strategic alignment without asking for a report.

Turn your PMO into the system that connects strategy to delivery.

See what is being proposed, decide what matters, understand what it will take to deliver, govern execution and give leadership a current view of portfolio performance.

Live in weeks, not quarters No system integrator required No credit card to start